2023 Form 5500 filing — Big Lots Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716131058NAL0004492432001) for Big Lots Savings Plan, reported by Big Lots, Inc. under EIN 06-1119097 and plan number 002. It reports 26,056 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716131058NAL0004492432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Big Lots, Inc.
- EIN
- 06-1119097
- Plan number
- 002
- Location
- Columbus, OH
- Participants
- 26,056
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $333,569,111
- Total liabilities (EOY)
- $141,600
- Net assets (EOY)
- $333,427,511
- Employer contributions
- $8,596,689
- Participant contributions
- $18,431,980
- Total income / additions
- $75,137,630
- Benefits paid
- $37,463,111
- Administrative expenses
- $581,105
- Total expenses
- $38,045,801
- Net increase / (decrease)
- $37,091,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $507,906 | $0 |
| Cbiz Investment Advisory | INVESTMENT ADVISOR | $47,505 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $29,971 | not reported in the loaded dataset |